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Ronald G

Series 66

Owasso, OK

OSAIC

Ronald Gabel is a financial advisor with OSAIC based in Owasso, OK, holding a Series 66 designation and 16 years of industry experience. Prior to joining OSAIC in 2025, he worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc for 15 years. Outside of his advisory role, he is a notary and a partner in several financial and insurance-related businesses, including entities focused on retirement planning, Medicare insurance education, and related insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party investment managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios tailored to client preferences.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kent J

Series 66

Collinsville, OK

Edward Jones

Kent Jensen is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Optavia from 2017 to 2020. Jensen also serves as a pastor at Oologah Assembly of God, a role he has held since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy ESG / Sustainable investing Real estate investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing
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Jeylyn S

Series 66

Claremore, OK

Edward Jones

Jeylyn Sharpe is a financial advisor at Edward Jones in Claremore, OK, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she worked in various roles including positions at MHC Kenworth, Compassus, and Arrowhead Boat Sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all under a fiduciary standard.

Business exit / sale strategy Business succession planning Business Financial Management Business ownership considerations Retired Founder/Business Owner Executive
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Matthew F

Series 66

Owasso, OK

Edward Jones

Matthew Fleske is a financial advisor at Edward Jones in Owasso, OK, holding a Series 66 designation with seven years of industry experience. His prior roles include multiple periods at Edward Jones and positions at Oklahoma State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national footprint of advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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David S

CFP®, ChFC®, Series 63

Owasso, OK

Cetera

David St. John is a CFP® and ChFC® credentialed advisor with 26 years of industry experience. He is currently affiliated with Cetera and has held various roles in financial planning, accounting, and tax services since 2001. He also serves as a continuing education instructor for CPAs and assists in the leadership of a nonprofit mission in Juarez, Mexico. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, enabling advisors to utilize model portfolios, third-party managers, or bespoke strategies across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeffrey F

Series 66

Collinsville, OK

Edward Jones

Jeffrey Fousel is a financial advisor with Edward Jones in Collinsville, OK, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey V

Series 63, Series 66

Sperry, OK

LPL Financial

Jeffrey Vernon is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James Financial Services and Edward Jones. Outside of his advisory role, he manages Vernon Wealth Management, a support company for wealth management services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by technology tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Vincent G

Series 66

Collinsville, OK

Raymond James Financial

Vincent Gregory is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his advisory role, he has worked in various positions including at Oklahoma State University and in the food service industry. He is also associated with CastleRock Financial Advisors as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ronald L

Series 66

Owasso, OK

J.P. Morgan Securities

Ronald Ledferd is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 22 years of industry experience. He has worked at several JPMorgan affiliates since 2017 and previously was employed at UBS Financial Services and Ashford University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Jacob P

Series 65

Owasso, OK

Raymond James Financial

Jacob Proctor is a financial advisor at Raymond James Financial with a Series 65 designation and no prior industry experience. His background includes roles in education and community involvement, including service at Owasso First Methodist Church and positions at local schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by advanced modeling tools and maintains specialized programs for municipal advising and employer retirement plans.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jeffrey B

Series 66

Claremore, OK

Edward Jones

Jeffrey Burger is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his current role, he was involved in sales at Camperland Of Oklahoma, LLC, where he worked for 16 years, including helping at RV and boat shows. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Charitable giving & philanthropy General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Eric D

Series 66

Claremore, OK

Edward Jones

Eric Dye is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy Early retirement planning Wealth management Founder/Business Owner
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James H

CFP®, Series 66

Owasso, OK

Edward Jones

James Hinkle is a CFP® certificant with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Walgreens Boots Alliance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Angela D

Series 66

Skiatook, OK

Edward Jones

Angela Denny is a financial advisor at Edward Jones in Skiatook, OK, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Caleb H

Series 63, Series 65

Owasso, OK

Primerica Advisors

Caleb Hass is a financial advisor with Primerica Advisors in Owasso, Oklahoma, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of his advisory role, Hass is involved in entrepreneurial ventures including ownership of Dominate Diversity, Inc. and co-ownership of Tulsa Basketball Academy LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Luke C

Series 66

Owasso, OK

Raymond James Financial

Luke Campbell is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Edward Jones for nine years and has been with Raymond James Financial Services Advisors, Inc. since 2026. Prior to Edward Jones, he was self-employed for one year. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supports municipal and public finance activities, and has introduced a SIMPLE IRA Employer Advisory & Consulting Services program.

Divorce financial planning Stock option exercise strategy General estate planning guidance Retirement income strategy Wealth management Founder/Business Owner Executive
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Scott H

Series 66

Skiatook, OK

Edward Jones

Scott Hutto is a financial advisor with Edward Jones in Skiatook, Oklahoma, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2017, with a brief tenure at Helmerich & Payne in 2018 and prior experience at Qpse. Outside of finance, Hutto has acted as an extra in the film "Killers of the Flower Moon." Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of more than 23,000 financial advisors nationwide.

Retirement income strategy General retirement planning Wealth management Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey S

ChFC®, Series 66

Owasso, OK

Edward Jones

Jeffrey Stumpff is a financial advisor with Edward Jones in Owasso, OK, holding the ChFC® and Series 66 credentials. He has seven years of industry experience, including eight years with Edward Jones and 17 years running The Stumpff Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kendra T

Series 66

Claremore, OK

Edward Jones

Kendra Thompson is a financial advisor at Edward Jones in Claremore, Oklahoma, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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